Fiscal Fitness
Your Roadmap to Financial Health
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The Course launches September 2024 - Sign up now to be on the list and receive monthly updates.
Does This Feel Familiar?
Have you ever felt that:
- You should be taking home more money each month?
- Your money isn’t “working for you”?
- You rotate between feeling financially savvy and feeling lost?
Financial fitness is a unique skill set that doesn’t come naturally to all agents.
It requires discipline, focus, and patience, which takes a different energy than prospecting and growing top-line revenue.
That's Why We Created Fiscal Fitness.
If you’re ready to get off the financial rollercoaster, follow our roadmap to financial health. You’re creating generational wealth for your clients - are you doing it for yourself?
Our Journey Together
In this class we will explore how to think like a financial expert. Together we will:
Set up a business plan and budget
Build your financial team
Choose your appropriate business entity structure
Develop an appropriate retirement plan
Set up your investment structure and diversified investment portfolio
Grow your business in a way that allows it to be sellable later – if you choose
Get Started Now!
With this class, you’ll walk away with the toolkit and resources needed to control your financial future.
Don’t sell your way out of financial challenges – plan your way out.
Class Details
Ready to Learn More?
Sign up for our highly acclaimed 3 hour class plus one deep dive into one of three following topics:
- Building a business plan
- Finding and hiring the financial planner for your needs
- Purchasing real estate in your IRA
The early bird price is $299 and each deep dive is $49.
Your price for the core class and one deep dive is $99 if you sign up by September 15th.
Sign Up Now!
The course launches September 2024 - sign up now to be on the list!